See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,907 | $72,396-71.1% | $67,511-69.0% | $145,959-85.7% |
| Participation rate | 46.7% | 76.9%-30.2pp | 72.9%-26.2pp | 80.3%-33.6pp |
| Annual return | 21.13% | 7194.07%-7172.9pp | 3517.41%-3496.3pp | 561.95%-540.8pp |
| Employer contribution / active EE | $1,268 | $3,071-58.7% | $2,733-53.6% | $4,661-72.8% |
| Participant deferral / active EE | $3,532 | $4,781-26.1% | $4,000-11.7% | $6,689-47.2% |
| Admin fee / account holder | $9,761 | $5,538+76.3% | $3,999+144.1% | $13,398-27.1% |